Crypto Fund Formation & Investment Adviser Compliance: Private funds and regulatory frameworks | Crypto Law Summit
Launching a crypto fund or adding digital asset strategies to your platform? Join us for essential insights on fund formation and compliance.
Whether you're an emerging manager launching your first crypto vehicle, an established fund adding digital asset strategies, or a compliance professional building programs for crypto investment firms, this session provides the regulatory framework and practical guidance you need to structure compliant fund operations.
Strategic Fund Formation & Structuring
Designing compliant fund structures for digital asset strategies (venture, hedge, hybrid vehicles)
Choosing between onshore vs. offshore vehicles and understanding tax implications
Navigating side letters, special purpose vehicles, and parallel fund structures for crypto investments
Structuring funds to accommodate both institutional capital and qualified purchasers
Investment Adviser Registration & Exemptions
Understanding when crypto fund managers must register with the SEC under the Investment Advisers Act
Leveraging the private fund adviser exemption and venture capital exemptions effectively
State registration requirements and coordination across multiple jurisdictions
Compliance obligations for exempt reporting advisers (ERAs) managing digital assets
Securities Law Compliance for Digital Asset Funds
Structuring offerings under Regulation D, Regulation S, and other Securities Act exemptions
Avoiding Investment Company Act compliance pitfalls specific to crypto strategies
Managing securities law implications of token investments, SAFTs, and liquid digital assets
Documentation best practices: PPMs, subscription agreements, and side letters for crypto funds
Navigating the Evolving Regulatory Landscape
Understanding recent SEC enforcement priorities and examination focus areas
Preparing for potential regulatory changes in digital asset classification and custody
🎤 Featured Speaker: Tyler Harttraft, Partner | Bull Blockchain Law LLP
Tyler Harttraft is an experienced advisor on digital asset fund formation and investment adviser compliance. Since 2018, Tyler has focused exclusively on the intersection of law, technology, and finance, advising digital asset businesses, founders, andfund sponsors on complex regulatory, corporate, and transactional matters.
As a Partner at Bull Blockchain Law LLP, a boutique law firm serving the digital asset industry, Tyler routinely structures crypto investment vehicles and guides managers through compliance with the Investment Advisers Act, Securities Act, and Investment Company Act. His practice involves advising asset managers with U.S. and offshore vehicles, providing clients with comprehensive strategies for digital asset fund operations.
Moderated by:
Corey Casbarro, General Counsel and Chief Compliance Officer at Borderless Capital. He leads legal and compliance operations for an SEC-registered investment firm managing over $400 million across 250+ blockchain investments since 2018.
🎯 Perfect For
Crypto fund managers and general partners launching new vehicles
Investment advisers adding digital asset strategies to existing platforms
Emerging managers navigating initial SEC registration decisions
Institutional allocators evaluating crypto fund compliance programs
Fund administrators and service providers supporting digital asset managers
Compliance professionals building programs for crypto investment firms
Legal and regulatory professionals advising digital asset funds
💡 Key Takeaway
Discover the essential regulatory frameworks, exemption strategies, and compliance infrastructure needed to launch and operate crypto investment funds in today's SEC environment—and understand how proposed legislation may reshape the landscape for digital asset managers.
Duration: 60 minutes (45 min presentation + 15 min Q&A)
Format: Live interactive session with regulatory guidance, practical examples, and Q&A
About Crypto Law Summit
The Crypto Law Summit is a premier educational series bringing together leading legal experts, industry pioneers, and regulatory specialists to navigate the complex legal landscape of digital assets and blockchain technology. Through our comprehensive webinar series and exclusive events, we provide essential insights for crypto entrepreneurs, legal professionals, investors, and compliance officers operating in the rapidly evolving digital economy.
Our expert-led sessions cover critical topics including regulatory compliance, securities law, tax implications, intellectual property protection, cross-border transactions, and emerging legal frameworks that shape the future of cryptocurrency and blockchain ventures. Each event features renowned attorneys from top-tier law firms, regulatory experts, and industry thought leaders who share practical strategies and real-world case studies.
Whether you're launching a DeFi protocol, navigating token offerings, structuring DAOs, or preparing for public markets, the Crypto Law Summit equips you with the legal knowledge and strategic guidance needed to build compliant, sustainable digital asset businesses in today's regulatory environment.
Join our community of 1,000+ crypto legal experts:
https://www.linkedin.com/groups/13598296/
Interested in speaking? If you're a legal expert in the web3/AI space and would like to share your expertise through our webinars and events, please reach out to [email protected]